Account or billing
Open Account setup to manage your profile, logo, CompanyCam connection, saved pricing, and Stripe subscription.
Open Account setupEZ-Est Support
Help that stays close to the work.
Start with the path below that matches your question. Customers can return to Account setup to review their connection and subscription.
CompanyCam workflow
Document the project as usual, add the exact Ready for Estimate label, and look for the returned PDF in that same project.
Review the workflowCustomer portal
Send a homeowner one secure link to view the current estimate, download or share it, and revisit all project documents.
Explain the customer portalWhen the workflow changes
Learn how to request another estimate from the same project, safely retry a failed run, handle revisions, and continue without CompanyCam.
Open workflow helpEstimate questions
Review every generated estimate before sending it. If a customer requests a change, use the private revision link and highlight only the wording that needs attention.
Read EZ-Est terms